Callan Family Office LLC Takes Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Callan Family Office LLC acquired a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 93,000 shares of the company’s stock, valued at approximately $2,156,000.

A number of other institutional investors have also modified their holdings of SCHX. US Bancorp DE raised its position in shares of Schwab US Large-Cap ETF by 902.4% in the fourth quarter. US Bancorp DE now owns 206,419,096 shares of the company’s stock valued at $4,784,795,000 after buying an additional 185,825,669 shares during the last quarter. Sage Financial Group Inc. increased its position in Schwab US Large-Cap ETF by 197.7% during the fourth quarter. Sage Financial Group Inc. now owns 24,865,286 shares of the company’s stock worth $576,377,000 after purchasing an additional 16,511,474 shares during the last quarter. Campbell Wealth Management increased its position in Schwab US Large-Cap ETF by 208.8% during the fourth quarter. Campbell Wealth Management now owns 15,779,897 shares of the company’s stock worth $365,778,000 after purchasing an additional 10,670,574 shares during the last quarter. McAdam LLC increased its position in Schwab US Large-Cap ETF by 210.5% during the fourth quarter. McAdam LLC now owns 10,339,604 shares of the company’s stock worth $239,672,000 after purchasing an additional 7,009,351 shares during the last quarter. Finally, Assetmark Inc. increased its position in Schwab US Large-Cap ETF by 193.9% during the fourth quarter. Assetmark Inc. now owns 9,208,628 shares of the company’s stock worth $213,456,000 after purchasing an additional 6,075,218 shares during the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX stock opened at $22.74 on Friday. Schwab US Large-Cap ETF has a one year low of $19.50 and a one year high of $24.31. The company has a 50 day moving average price of $23.63 and a 200 day moving average price of $23.17. The firm has a market capitalization of $50.94 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02.

Schwab US Large-Cap ETF Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.